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Posts From Schroders

– US client – SchrodersCurrent views: our views on asset classes at a glance

– US client – SchrodersCurrent views: our views on asset classes at a glance

🕔14:50, 15.May 2020

Asset Allocation views – US client – Schroders

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The SRI Chronicles

The SRI Chronicles

🕔14:19, 15.May 2020

2020 will go down as the year of the Covid-19 global pandemic. Fans of Nassim Taleb will be reminded of his 2007 best-selling book The Black Swan: The Impact of the Highly Improbable. Before Australia was discovered, everybody thought all

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China A-shares: the investment themes as the crisis fades

China A-shares: the investment themes as the crisis fades

🕔15:10, 14.May 2020

China A-shares fund manager Jack Lee looks at some of the main investment themes he’s focusing on, in a market that has been remarkably resilient this year.  So far this year, China’s A-share market has been relatively resilient, holding up

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Our views on asset classes at a glance

Our views on asset classes at a glance

🕔14:10, 8.May 2020

Asset Allocation views – US client – Schroders

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Forging a new future for problematic plastic: are companies prepared?

Forging a new future for problematic plastic: are companies prepared?

🕔10:08, 7.May 2020

Companies across the plastics value chains need to respond to increasing pressure from regulators and consumers to veer away from disposable plastics. Our analysis and engagement with more than 100 such companies has led us to believe a zeroplastic future

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Covid-19: why the tech giants have emerged as winners

Covid-19: why the tech giants have emerged as winners

🕔09:08, 29.Apr 2020

As many companies plunge into the financial unknown, the tech giants could emerge stronger than ever.  While many businesses struggle to survive under the global lockdown, the largest technology companies remain afloat and in some cases are even thriving. Microsoft

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Record-breaking crash, rapid rebound – is this a recovery or “dead cat bounce”?

Record-breaking crash, rapid rebound – is this a recovery or “dead cat bounce”?

🕔08:02, 27.Apr 2020

Following a record-breaking stock market crash, there has been a 30% rebound. We examine a 135-year history of such rallies and ask if this one is a false dawn.

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Economic and Strategy Viewpoint

Economic and Strategy Viewpoint

🕔16:46, 17.Apr 2020

Q2 2020 The coronavirus casts a dark shadow over the world economy by threatening to derail the revival in growth which began in the latter part of 2019. Economic indicators up to January continued to show a steady improvement in

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A new economic era beckons after this crisis

A new economic era beckons after this crisis

🕔10:57, 16.Apr 2020

Current events likely mark a turning point in economic policy and the end of a 40-year spell of free market capitalism. Nobody can know how long the Covid-19 crisis will last, but I think that regardless of this it will

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What is ‘helicopter money’ and is it a good idea?

What is ‘helicopter money’ and is it a good idea?

🕔15:31, 8.Apr 2020

With debate increasing over whether “helicopter money” could help tackle the global economic crisis, we asked Schroders’ chief economist Keith Wade about the tactics of governments. Modern monetary theory (MMT) argues that, rather than central banks printing money to buy

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A new social contract – sustainable investing during the Covid-19 crisis

A new social contract – sustainable investing during the Covid-19 crisis

🕔10:32, 1.Apr 2020

The coronavirus crisis has seen some high profile companies step up to offer their support. We consider what this means for sustainable investing, and the possibility of a new social contract. Sustainable investing has grown exponentially in recent years. In

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10-year return forecasts (2019–29)

10-year return forecasts (2019–29)

🕔15:52, 20.Mar 2020

Long-term capital market assumptions are forward-looking estimates of total returns which are an important component for strategic asset allocation modelling and portfolio construction. This note outlines our methodology for estimating 10-year capital market returns in local currency terms. Our approach

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Economic Infographic: A snapshot of the global economy in March 2020

Economic Infographic: A snapshot of the global economy in March 2020

🕔09:29, 19.Mar 2020 Read Full Article
Overall productivity effects from climate change

Overall productivity effects from climate change

🕔06:59, 17.Mar 2020

Schroders Economics Group produces 30-year return forecasts, on an annual basis, for a range of asset classes. Until now, these forecasts have been agnostic on the subject of climate change, making no explicit adjustments for the physical and transition costs

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Value investors: why are they so calm in a crisis?

Value investors: why are they so calm in a crisis?

🕔08:56, 12.Mar 2020

As the impact of coronavirus and the resulting response by global policymakers becomes clearer, the stock market will continue to react. Share prices will move up and down reflecting the perceived winners and losers of this developing situation. However, the

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How stock markets perform after heavy falls

How stock markets perform after heavy falls

🕔08:03, 12.Mar 2020

Stock markets have tumbled in the midst of the coronavirus outbreak. Schroders’ analysis shows how the biggest one-day falls in the past have been followed by substantial returns over the subsequent five years.  How the stock market bounces back Using

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When China sneezes

When China sneezes

🕔12:58, 6.Mar 2020

Economic and Strategy Viewpoint he coronavirus casts a dark shadow over the world economy by threatening to derail the revival in growth which began in the latter part of 2019. Economic indicators up to January continued to show a steady

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What’s new in the monthly update of our asset allocation views?

What’s new in the monthly update of our asset allocation views?

🕔07:46, 2.Mar 2020

Our multi-asset investment views – February 2020 Equities: We remain positive despite potential heightened volatility in the coming weeks as a result of the COVID-19 outbreak. Ample liquidity (i.e. readily available funds) and low bond yields continue to support elevated valuations.

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Asset allocation views: Multi-Asset Group

Asset allocation views: Multi-Asset Group

🕔17:08, 24.Feb 2020

Introduction All the major asset classes ended 2019 on a positive note; equities rallied particularly strongly, especially growth stocks. Part of the reason last year was so robust was the rebound from the awful fourth quarter of 2018. Despite the

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The converging worlds and diverging interests of equity and bond investors

The converging worlds and diverging interests of equity and bond investors

🕔12:27, 18.Feb 2020

January 2020 Investors are used to thinking of equities and corporate bonds separately. However, in reality, they are two sides of the same coin and actions which favour one can have implications for the other. This is important as decisions

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2019: Liquidity driven rally | 2020: reality bites?

2019: Liquidity driven rally | 2020: reality bites?

🕔16:55, 13.Jan 2020

2019 review: Liquidity driven rally – We look back at a year full of challenges for investors as trade wars flared up again, the UK was beleaguered by Brexit, while unrest and protests elsewhere in the world kept investors on

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Economic and Strategy Viewpoint January 2020

Economic and Strategy Viewpoint January 2020

🕔13:47, 8.Jan 2020

Investors were able to ignore the weakness of corporate earnings in 2019 as markets re-rated following the easing of monetary policy by the US federal reserve and other central banks. As we head into 2020, the profits outlook remains difficult

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Quarterly markets review – Q4 2019

Quarterly markets review – Q4 2019

🕔13:06, 8.Jan 2020

A look back at markets in Q4 2019 when shares were supported by optimism over the prospects for a US-China trade deal. 

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The most recent US tightening cycle was more aggressive than it appears

The most recent US tightening cycle was more aggressive than it appears

🕔14:15, 19.Dec 2019

The latest US tightening cycle was more aggressive than most investors realise. Should avoiding recession be seen as a win?  How aggressive was the Federal Reserve’s most recent hiking cycle? Take the end rate minus the beginning rate, and the

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Market outlook 2020: Global convertible bonds

Market outlook 2020: Global convertible bonds

🕔13:28, 17.Dec 2019

Convertible bond valuations and fundamentals remain attractive overall, making the asset class well prepared for a potentially trickier year ahead. As we close out a fruitful year for financial markets, it’s fair to say that 2020 will not start with

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